European white labelling ETF firm HANetf has published its Thematic & Digital Assets Review, which covers January to June 2023.
The Review, subtitled A New Dawn for Markets?, also includes a survey of 50 wealth managers to gauge their attitudes to responsibly sourced gold, nuclear energy’s role in the energy transition, and the themes that look most promising for the remainder of 2023.
With markets experiencing a strong rally in the first half of the year, the survey asked investors if they believed the recovery would continue: 98 per cent replied in the affirmative.
Of those surveyed, 98 per cent believe that nuclear energy should be classified as “green”, and therefore a valid contributor in the transition to net-zero. This comes after the European Commission voted in favour of nuclear being green last year, validating it as a form of clean energy. URNM has continued to see strong inflows this year, reflecting growing investor optimism about nuclear energy.
Moreover, almost 80 per cent of wealth managers surveyed reported that geopolitics had become more important when engaging in fund selection. HANetf launched Future of Defence UCITS ETF (NATO) in July, with the aim of capturing the increased spending of NATO and NATO+ allies in response to growing geopolitical tensions.
The Review also includes the performance of over 20 themes so far this year, and an analysis of the tailwinds that are driving that performance.
Hector McNeil, Co-CEO and Co-Founder of HANetf, comments: “We are thrilled to be publishing HANetf’s latest Thematic & Digital Assets Review, giving investors an in-depth look at the latest developments in the world of thematic ETFs and crypto and commodity ETCs, as well as expert insights into the year ahead. As the survey results in the Review show, wealth managers overwhelmingly believe that markets will continue their recovery in 2023.”